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Evolution Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Evolution Wealth Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7K Buy
373
+123
+49% +$8.44K 0.02% 420
2026
Q1 		$17.2K Hold
250
– – 0.01% 440
2025
Q4 		$17.4K Buy
250
+26
+12% +$1.84K 0.01% 371
2025
Q3 		$15.9K Hold
224
– – 0.02% 322
2025
Q2 		$15.6K Buy
+224
New +$15.3K 0.02% 316

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evolution Wealth Management's BLV Position: Q2 2026 in Review

Evolution Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 49% in Q2 2026, buying an estimated $8.44K and bringing the position to 373 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #420.

Evolution Wealth Management first reported a position in BLV in Q2 2025 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Evolution Wealth Management held 373 shares of Vanguard Long-Term Bond ETF worth $25.7K as of Q2 2026.
  • Evolution Wealth Management bought 123 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $8.44K.
  • Vanguard Long-Term Bond ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Evolution Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.